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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
751	Farther Finance Advisors San Francisco, California	$204K	+$29.6K	5	0.01%	Increased
752	CAM Claret Asset Management Montreal, Quebec, Canada	$202K	+$215K	1	0.03%	New
753	SageView Advisory Group Newport Beach, California	$201K	-$15.9K	1	0.01%	Reduced
754	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$199K	-$110K	1	0.1%	Reduced
755	Focus Financial Network Minneapolis, Minnesota	$193K	+$201K	2	0.01%	New
756	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$191K	-$5.87K	3	0%	Reduced
757	Geneos Wealth Management Englewood, Colorado	$189K	+$83.1K	2	0.01%	Increased
758	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$187K	$0	1	0.07%	Maintained
759	ECM Everence Capital Management Goshen, Indiana	$185K	$0	1	0.01%	Maintained
760	GL Graypoint LLC Albany, New York	$184K	+$12.2K	1	0.01%	Increased
761	Central Trust Company Jefferson City, Missouri	$183K	+$50.8K	3	0%	Increased
762	CFM Catalyst Funds Management Sydney NSW, Australia	$181K	+$217K	2	0.05%	New
763	DA DCF Advisers Greenwich, Connecticut	$177K	$0	1	0.09%	Maintained
764	Waverly Advisors Birmingham, Alabama	$176K	-$5.58K	1	0%	Reduced
765	Los Angeles Capital Management Los Angeles, California	$175K	-$3.96M	1	0%	Reduced
766	AssetMark Inc Concord, California	$173K	-$134K	3	0%	Reduced
767	C Covestor London, United Kingdom	$170K	+$37.5K	8	0.11%	Increased
768	Forum Financial Management Lombard, Illinois	$169K	-$46	1	0%	Reduced
769	NWA New World Advisors Hingham, Massachusetts	$166K	+$29.6K	1	0.05%	Increased
770	CIBC Private Wealth Group Atlanta, Georgia	$166K	+$107K	6	0%	Increased
771	Kayne Anderson Rudnick Investment Management Los Angeles, California	$163K	$0	1	0%	Maintained
772	QL Quarry LP New York	$160K	+$47K	5	0.03%	Increased
773	OA Operose Advisors Milwaukee, Wisconsin	$159K	$0	1	0.05%	Maintained
774	Global Retirement Partners San Rafael, California	$159K	+$20.2K	7	0.01%	Increased
775	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$155K	-$704K	1	0.01%	Reduced